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Domani Wealth, LLC

SEC CIK
0001634553
Latest filing
Apr 19, 2023

UNH holding history

UnitedHealth Group Inc in every 13F filed by Domani Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UNH overviewAll 13F holders of UNHFull Q1 2023 holdings

Shares (Q1 2023)
3,382
Value
$1.60M
% of portfolio
0.4%
Quarters held
9
Since Q1 2021
Holdings of UNH by Domani Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20233,382$1.60M0.4%+11+0.3%AddedHolders
Q4 20223,371$1.79M0.4%+29+0.9%AddedHolders
Q3 20223,342$1.69M0.5%00.0%UnchangedHolders
Q2 20223,342$1.72M0.5%−200−5.6%ReducedHolders
Q1 20223,542$1.81M0.4%+25+0.7%AddedHolders
Q4 20213,517$1.77M0.3%00.0%UnchangedHolders
Q3 20213,517$1.37M0.3%−39−1.1%ReducedHolders
Q2 20213,556$1.42M0.3%+200+6.0%AddedHolders
Q1 20213,356$1.25M0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.